- Wealth management solutions and technology company SigFig has added a number of new capabilities to its financial advisor collaboration platform, Engage.
- The new capabilities include a range of AI-powered tools and solutions to enhance client engagement and boost efficiency for advisors and their teams.
- San Francisco-based SigFig has been a Finovate alum since its FinovateFall debut in 2011.
Digital wealth management solutions and technology provider SigFig announced a range of new capabilities for its financial advisor collaboration platform, Engage. These new capabilities include AI-powered tools and solutions that boost the effectiveness of advisors and their teams. SigFig also has added enhanced core integrations with leading industry systems to promote greater efficiency. Together, the new functionalities enhance the digital experiences available via the platform and deepen client engagement.
“AI has the ability to dramatically increase financial advisor productivity and effectiveness,” SigFig founder and CEO Mike Sha said. “We know that advisors need to be able to focus on fostering impactful relationships with their clients, truly understanding their pain points and goals. Engage acts as a hub to drive richer, more personalized client experiences, taking care of those time-consuming, but necessary, administrative tasks, so advisors can do exactly that.”
The new AI capabilities include AI-powered smart tips, including in-meeting prompts and customized recommendations based on real-time conversation analysis. Engage will now also feature proactive surfacing of the right content, tools, paperwork, and workflows, all based on an analysis of real-time discussions. Other new AI-driven additions include automated transcripts, meeting summaries, and post-meeting notes.
Streamlining integration with systems from Salesforce, Docusign, Microsoft, and Google is another major platform enhancement announced by the company late last week. The CRM integration, for example, creates a bi-directional data synch that enables advisors to view client data on the Engage platform as well as sync meeting notes, client details, meetings, and other tasks into Salesforce. This not only helps advisors provide more personalized advice, but also helps advisors accelerate the sales process as well as client conversions.
SigFig made its Finovate debut at FinovateFall 2011. In the years since then, the company has grown into a comprehensive digital wealth solutions business with nearly 1.5 million customers and 6,000+ advisors on its platform. The firm, founded in 2006 and headquartered in San Francisco, counts financial institutions such as UBS, Wells Fargo, and Scotiabank among its partners.
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